HMRC - Give me a break!

HMRC launch 'Special Relief' to replace the previous 'Equitable Liability'...

For those self-employed individuals who very often feel down trodden with self-employed life and feel they just don't get a break, may be pleased with the new 'special relief' introduced by HMRC and was effective from the 1st April 2011.

If you have ever been (or may be in future) in a position where you have received an income tax or corporation tax determination(s) and your tax affairs are in arrears, you may be entitled to this special relief - special relief applies to tax debts that may be legally due, but that are considered to be (after investigation) extreme and unfair.

Special relief has replaced 'Equitable Liability' where basically "customers had no statutory remedy to adjust an excessive assessment or displace a determination because the time limit for submitting a return had passed". The commonly aided were for example, the elderly or perhaps vulnerable individuals and self-employed where illness or bereavement played a major factor to them subsequently missing the notice to appeal. In some cases, HMRC considered not to pursue matters or recover the full amount due - how very noble of them you may be thinking - well, they only did so where certain criteria had been met and the concession was obviously dependent on individual circumstances and each particular case.

Equitable Liability began life in August 1995 and has been in need of modernisation hence the new special relief.  Special relief, (as with equitable liability) will only apply where there are simply no more avenues of appeal however there are certain conditions that have to be met before the tax due can be assessed.

So what exactly is 'special relief'?  Well, HMRC have published full and detailed information about special relief here but in simple terms, when you receive a notice to submit your return, you obviously have a deadline in which to do so - a 'filing date'.  If you fail to submit your return by this date, HMRC are entitled to issue a determination which basically confirms the amount due to them (and currently unpaid).  You cannot appeal against this.  You do have a grace period in which to send in your return, and if you do so, the determination will be displaced.  If, on the other hand, you do not submit your return by the time limits allowed, you may be able to claim special relief.  Again, full details of how you claim along with the conditions can be found on HMRC's website here.

If you feel you may be eligible for tax relief and would like some advice, please do not hesitate to contact us.  You should however note that if you have had full control of your affairs for the period in question, it is extremely unlikely that any relief will be provided but if you have not, this may be your break!




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